IVKSX Mutual Fund

IVKSX Mutual Fund

NAV$21.77
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Returns Overview

1 Month
+4.02%
3 Months
+1.22%
6 Months
-4.06%
YTD
+14.23%
1 Year
+19.39%
3 Years (annualized)
+20.05%
5 Years (annualized)
+11.99%
10 Years (annualized)
+12.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVKSX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.23%
Peer Avg (YTD)
+14.61%
vs Peers
-0.38%

IVKSX Mutual Fund Performance

IVKSX performance across multiple time periods: 1-month 4.02%, YTD 14.23%, 1-year 19.39%, 3-year 20.05%, 5-year 11.99%, 10-year 12.59%.

IVKSX returns trail the peer average of 14.61% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

IVKSX vs another fund shows side-by-side returns. IVKSX alternatives are available in the Mutual Fund Screener.